Integrate Chaport with Kylas
Send information between Chaport and Kylas automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Generate a lead in Kylas whenever a new chat session starts in Chaport
Guarantee that no lead data is omitted or missed with comprehensive lead capture methods. This flow will set up a new lead in Kylas for each new live chat session in Chaport.
How it works
- The flow triggers when a new chat is started in Chaport.
- Zoho Flow creates a new lead in Kylas.
Generate a lead in Kylas whenever a new chat session starts in Chaport
Chaport + Kylas
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Supported triggers and actions
Integrate Chaport and Kylas using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Chat finished
Triggers when a chat is finished
Chat started
Triggers when a new chat is started
Visitor updated
Triggers when one or more of the following fields - Name, Email address, Phone number, Notes or Consents get updated
Operator added
Triggers when a new operator is added
Lead created
Triggers when a new lead is created
Contact updated
Triggers when the details of an existing contact are updated
Task created
Triggers when a new task is created
Deal updated
Triggers when the details of an existing deal are updated
Company updated
Triggers when the details of an existing company are updated
Company created
Triggers when a new company is created
Deal created or updated
Triggers when a deal is created or updated
Contact created
Triggers when a new contact is created
Deal created
Triggers when a new deal is created
Lead updated
Triggers when the details of an existing lead are updated
Call logs created or updated
Triggers when a call log is created or updated
Lead created or updated
Triggers when a lead is created or updated
Task created or updated
Triggers when a task is created or updated
Task updated
Triggers when the details of an existing task are updated
Contact created or updated
Triggers when a contact is created or updated
Company created or updated
Triggers when a company is created or updated
All Actions - Actions are the automated tasks
Create operator
Creates a new operator
Create deal
Creates a new deal
Create lead
Creates a new lead
Create contact
Creates a new contact
Create task
Creates a new task
Create product or service
Creates a new product or service
Create company
Creates a new company
Close deal
Closes the specified deal
Update deal
Updates the details of an existing deal
Update task
Updates the details of an existing task
Update company
Updates the details of an existing company
Update lead
Updates the details of an existing lead
Close lead
Close the specified lead
Update product or service
Updates the details of an existing product or service
Update contact
Updates the details of an existing contact
Fetch contact
Fetches the details of an existing contact using ID
Fetch deal
Fetches the details of an existing deal using ID
Fetch company
Fetches the details of an existing company using ID
Fetch lead
Fetches the details of an existing lead using ID
Fetch task
Fetches the details of an existing task using ID
Fetch product or service
Fetches the details of an existing product or service using ID
What is Chaport?
Chaport is a customer support live chat application that lets you communicate with your customers instantly, add chat widget to your website and more.
What is Kylas?
Kylas is an intuitive CRM solution for growing businesses that helps you identify the right sales opportunities and supports your sales efforts to increase your chances of success.
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